קרנות פנסיה
הראל פנסיה - גילאי 50 ומטה
Returns, performance and investment exposure
Fund / track number 9823 · Data as of 08/2026
Cumulative return · 12 months15.99%Back to comparison
Last month1.31%
Year to date8.83%
3 years45.21%
5 years56.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.96% | 1.96% |
| 10/2024 | 0.07% | 2.03% |
| 11/2024 | 2.08% | 4.15% |
| 12/2024 | 0.26% | 4.42% |
| 01/2025 | 1.37% | 5.86% |
| 02/2025 | -0.28% | 5.56% |
| 03/2025 | -0.65% | 4.87% |
| 04/2025 | 0.82% | 5.73% |
| 05/2025 | 2.91% | 8.81% |
| 06/2025 | 2.83% | 11.89% |
| 07/2025 | 1.03% | 13.04% |
| 08/2025 | 1.14% | 14.33% |
| 09/2025 | 2.51% | 17.20% |
| 10/2025 | 1.46% | 18.91% |
| 11/2025 | 1.36% | 20.53% |
| 12/2025 | 1.10% | 21.85% |
| 01/2026 | 2.90% | 25.39% |
| 02/2026 | 0.73% | 26.30% |
| 03/2026 | -2.48% | 23.17% |
| 04/2026 | 5.44% | 29.87% |
| 05/2026 | 2.69% | 33.36% |
| 06/2026 | -0.83% | 32.26% |
| 07/2026 | -1.03% | 30.90% |
| 08/2026 | 1.31% | 32.61% |
Calendar-year returns
202413.17%
202516.69%
Investment exposure
- Equity exposure
- 59.28%
- Overseas exposure
- 55.04%
- Foreign currency exposure
- 19.30%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.